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January Capital Advisors’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

January Capital Advisors’s Portfolio IIGD Stock Details IIGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$5.85M Hold
240,304
– – 5.19% 3
2022
Q1 		$5.85M Buy
+240,304
New +$6.13M 5.19% 3

Other funds holding IIGD

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

January Capital Advisors's IIGD Position: Q2 2022 in Review

January Capital Advisors held its Invesco Investment Grade Defensive ETF (IIGD) position steady in Q2 2022 at 240,304 shares worth $5.85M. The position accounts for 5.19% of the portfolio, ranked #3.

January Capital Advisors first reported a position in IIGD in Q1 2022 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold IIGD as of Q2 2022.

  • January Capital Advisors held 240,304 shares of Invesco Investment Grade Defensive ETF worth $5.85M as of Q2 2022.
  • January Capital Advisors left its Invesco Investment Grade Defensive ETF share count unchanged in Q2 2022.
  • Invesco Investment Grade Defensive ETF made up 5.19% of January Capital Advisors's portfolio in Q2 2022, its #3 holding.
  • January Capital Advisors first reported a position in Invesco Investment Grade Defensive ETF in Q1 2022 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.